David Sherman Email & Phone Number

Dublin, Ohio, Us

I oversee the finances and accounting of our company, manage our warehouse lines of credit and bank accounts, while trying to find opportunities for growth for our company.Specific functions include but are not limited to:-Payroll, Accounting, HR-IT Support (Hardware, Software and Training)-Sales (Production, Management, Training)

Dublin, Ohio, Us

My role as a Mortgage Banker for this small business extends well past the normal responsibilities you would find in the same position at much larger or even similar sized companies. At Equitable, each loan officer is like their own little company. We are responsible for managing our profit centers or frankly, we don't have a job. This starts with the pricing we pass along to our clients. We have to price aggressively enough to get the deal for the client, but profitable enough to bring in revenue. We also have to manage the advertising, marketing, meals and events we offer to make sure that we are each profitable and can tangibly see an ROI.The next most important aspect of my job is the communication. There is a reason that in the 225+ transactions (as of 2/1/18) that have closed, there has NEVER been a delay caused by myself or our company. I communicate with my assistant, processor, underwriter, closer, front desk, funding, buyer's/seller's agent, title company, insurance agent and of course, the client. In order to keep everything straight, my attention to detail and organization has been a very important part of my position here.I've personally created or modified over 15 Excel worksheets to save coworkers hundreds of hours with their daily activities. This includes pricing accurately and more quickly for loan officers, using resources we use every day (such as Zillow) or our origination software more efficiently for marketing purposes and even creating scripts (via VBA) to help underwriters more efficiently do their job.On the operational side I've founds cost savings or value gains in analyzing expenses and simply finding a better solution in some cases. We thankfully have a direct line to our CEO and he is very open-minded and open-eared.

Dublin, Ohio, Us

Downers Grove, Il, Us

Marysville, Ohio, Us

Dayton, Oh, Us

This customer facing hybrid position offered me more experience than I could ever imagine in my short two years.I was responsible for working with the key positions on the finance team within a dealership (dealer principal, comptroller, controller, F&I manager or officer manage) in translating their old data to our new system. I then instructed them on how to use our software and implemented best practices from other dealerships across the country. Lastly, I sat with them and would run through any ad-hoc analysis their mind could desire, showing them how to dig down to the most specific details. The ultimate goal, beyond their satisfaction was to answer the question "Why?". Why were they more profitable in Q1 2011 than Q1 2012? Once we answered that question, we knew we did our job.

Cincinnati, Ohio, Us

My main goal as a Customer Service Representative at 5/3 Bank was to handle the daily transactions of our customers, while answering any questions they had and suggesting solutions based on those questions.I increased my income by 50% through commission sold on problem solving solutions. Although it was difficult from time to time to find a solution while entering the nine digit routing numbers, seven to fifteen digit account numbers and nine digit social security numbers, I did learn a great deal about multi-tasking, customer service, analysis and sales.

Us

I marketed Ford's Sync technology with a strong focus on the Ford Focus. My partner and completed the campaign with the best event of all teams. Nationally we were very proud of that.

Us

I marketed Microsoft's Office Live Small Business application to local businesses and students. I walked into their local business, explained to them the benefits of using the application, and signed them up for it. My partner and I got the most sign-ups of all teams that participated.

Milwaukee, Wi, Us

I was responsible for the evaluation of candidates, administering both interviews and skill tests and filling in for our business clients when a viable candidate could not be found within a deadline. In addition to my actual responsibilities, I sat with each of my coworkers, learned their job responsibilities and taught them ways to use technology to more efficiently do their job. This was mostly completed through education of Excel and Powerpoint.